IVW icon

iShares S&P 500 Growth ETF

1,096 hedge funds and large institutions have $20.6B invested in iShares S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 274 increasing their positions, 480 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
-19
Holders Change %
-1.7%
% of All Funds
19.3%
Holding in Top 10
89
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-16.04%
% of All Funds
1.57%
New
75
Increased
274
Reduced
480
Closed
76
Calls
$6.35M
Puts
$2.34M
Net Calls
+$4.01M
Net Calls Change
+$544K
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
176
Destiny Wealth Partners
Florida
$9.61M -$345K -5,303 -3%
PWP
177
Personal Wealth Partners
Minnesota
$9.57M -$28.4K -436 -0.3%
APP
178
Avantax Planning Partners
Iowa
$9.53M +$17.2K +264 +0.2%
DIP
179
DT Investment Partners
Pennsylvania
$9.52M +$42.6K +655 +0.5%
APA
180
American Portfolios Advisors
New York
$9.51M -$2.25M -34,596 -19%
GWM
181
Geneos Wealth Management
Colorado
$9.51M -$132K -1,900 -1%
CPO
182
Cerity Partners OCIO
New York
$9.44M +$8.81M +135,245 +1,396%
USAA
183
United Services Automobile Association
Texas
$9.4M +$39.1K +601 +0.4%
NB
184
Nicolet Bankshares
Wisconsin
$9.39M -$18.2K -280 -0.2%
IF
185
Ironwood Financial
Arizona
$9.35M -$809K -12,431 -8%
MIAN
186
Mariner Independent Advisor Network
Kansas
$9.25M -$4.18M -64,261 -31%
BWA
187
BDO Wealth Advisors
Florida
$9.09M -$645K -9,911 -7%
JFA
188
Johanson Financial Advisors
California
$8.98M -$429K -6,239 -5%
F
189
F3Logic
Minnesota
$8.86M -$114K -1,755 -1%
RWM
190
RKL Wealth Management
Pennsylvania
$8.85M -$361K -5,540 -4%
Franklin Resources
191
Franklin Resources
California
$8.73M -$866K -13,300 -9%
FFBTD
192
First Financial Bank - Trust Division
Ohio
$8.7M -$585K -8,978 -6%
CAL
193
Capital Advisors Ltd
Ohio
$8.69M +$250K +3,836 +3%
PFG
194
Pacific Financial Group
Washington
$8.53M -$317K -4,876 -4%
SS
195
Sunbelt Securities
Texas
$8.51M +$631K +9,691 +8%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$8.5M +$5.25M +80,679 +162%
TFCP
197
Twin Focus Capital Partners
Massachusetts
$8.42M +$376K +5,782 +5%
LWA
198
LWS Wealth Advisors
New Jersey
$8.2M -$337K -5,169 -4%
YIA
199
YHB Investment Advisors
Connecticut
$8.15M -$40.9K -585 -0.5%
EWA
200
EP Wealth Advisors
California
$8.1M +$60.6K +930 +0.8%